Alternative Investments Sales Professional
3 days ago
About Axcelus Financial Life Insurance Company
">Axcelus Financial Life Insurance Company is dedicated to providing innovative and customized insurance-based solutions for high-net-worth and institutional clients. With extensive expertise in private placement life insurance and annuities, we cater to the unique goals, needs, and tax implications of high-net-worth individuals and families.
We leverage three decades of experience in the insurance industry to deliver exceptional service, understanding client needs and challenges. As an equal opportunity employer, we value diversity and inclusion, fostering a collaborative work environment.
Job Summary:
">This role involves developing and maintaining deep knowledge of alternative investments and private placement insurance, supporting sales, origination, and relationship management teams, and engaging with asset managers and financial advisors to provide customized solutions.
The ideal candidate will possess strong analytical skills, be self-motivated and team-focused, and have experience using CRM systems and Adobe Creative Cloud. We offer a competitive estimated salary of $85,000 - $110,000 per year, depending on experience, plus benefits.
Responsibilities:
">- ">
- Analyze data to drive engagement and measure success.
- Develop marketing collateral and communication materials.
- Support sales, origination, and relationship management teams.
- Deepen knowledge of alternative investments and private placement insurance.
- Build and maintain client relationships, including Private Banks, Wirehouses, Hedge Funds, RIAs, Family Offices, and Multi-Family Offices.
- Collaborate with stakeholders for successful deal execution.
Requirements:
">- ">
- Two to four years of experience in sales, customer service, or related fields.
- Strong analytical and oral and written communication skills.
- Bachelor's degree.
- Proficiency in Microsoft 365 and interest in emerging technologies and design trends.
- Series 6 or 7 and 63 securities licenses or ability to obtain within two months of hire.
- Variable Insurance license.
- Knowledge of and experience with all Microsoft Office products.
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